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Nonprofit · EIN 26-3463216

CREDIT UNION HEALTH BENEFITS OF AMERICA

Tax-exempt · ORANGEVALE, CA 95662

Financials

$02023$3.8M$3.8M2024
Revenue Expenses · by fiscal year end
Financials of CREDIT UNION HEALTH BENEFITS OF AMERICA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,784,211$3,786,195-$1,984-$394$0-$394
December 31, 2023990-EZ$0––$0–-$11,587
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$3,770,575
Investment income
$0
Other revenue
$13,636

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$3,786,195

Balance sheet and other

Total assets, start of year
$1,590
Total assets, end of year
-$394
Total liabilities, end of year
$0
Net assets, end of year
-$394
Gross receipts
$3,784,211
Employees
0
Year formed
2008
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Lisa PestaPresident/Treas
Trustee or director, Officer
0.25$0
LeeAnne GiblinVP/Secretary
Trustee or director, Officer
0.25$0
Clay JacksonAsst. Secretary
Officer
1$0
990-EZ for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Lisa PestaPresident/Treas0.25$0
LeeAnne GiblinVP/Secretary0.25$0
Clay JacksonAsst. Secretary1$0

Address and contacts

Address (IRS master file)
8863 GREENBACK LANE 211, ORANGEVALE, CA 95662-4059
In care of
% CLAY JACKSON
Mailing address (990-N for 2014)
PO Box 7138, Folsom CA 95763
Principal officer (990 for 2024)
Clay Jackson, 8863 Greenback Lane 211, Orangevale, CA 956624059
Principal officer (990-N for 2014)
Clay Jackson, PO Box 7138, Folsom CA 95763
Signed the 990
Clay Jackson, Group Administrator
Phone
(916) 983-3387
Return prepared by
JAMES MARTA & CO LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 26-3463216 or by the name CREDIT UNION HEALTH BENEFITS OF AMERICA.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

To reduce the cost of health benefit insurance coverage for credit unions

990 for the year ended December 31, 2024

Program accomplishments

  • To reduce the cost of health benefit insurance coverage for credit unions
    Expenses $15,620

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
26-3463216
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2014
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$394
Income (IRS master file)
$3,784,211

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,784,211$3,786,195-$394XML
990-EZDecember 2023$0$0$0XML
990December 2022$1,750,403$1,734,429$1,312,094IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990-EZDecember 2018–––IRS
990-N for 2014
Officer: Clay Jackson
December 31, 2014≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-3463216).

Questions about CREDIT UNION HEALTH BENEFITS OF AMERICA

What is the EIN of CREDIT UNION HEALTH BENEFITS OF AMERICA?
The employer identification number (EIN) of CREDIT UNION HEALTH BENEFITS OF AMERICA is 26-3463216.
Is CREDIT UNION HEALTH BENEFITS OF AMERICA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2014.
Are donations to CREDIT UNION HEALTH BENEFITS OF AMERICA tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CREDIT UNION HEALTH BENEFITS OF AMERICA file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CREDIT UNION HEALTH BENEFITS OF AMERICA due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CREDIT UNION HEALTH BENEFITS OF AMERICA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of CREDIT UNION HEALTH BENEFITS OF AMERICA?
The 990 for the year ended December 31, 2024 names Clay Jackson.
Who are the officers and directors of CREDIT UNION HEALTH BENEFITS OF AMERICA?
The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does CREDIT UNION HEALTH BENEFITS OF AMERICA have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,784,211, expenses of $3,786,195 and total assets of -$394 at year end.

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